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free template · 12 clauses · 4 wording blocks · 1 prompt

AI use policy template for coaches. Twelve clauses, the disclaimer wording, and the line for your coaching agreement.

Clients ask, and the cost of not answering is real: a client on r/personaltraining described stopping training after their coach began using AI in weekly check-in comments, which had been the only time they talked. This page is the answer, written once: a 12-clause policy for the welcome packet, a 40-word disclaimer for the website, the one-line disclosure for the agreement, the label for AI-assisted content where a platform or law asks for it, and a prompt that adapts the policy to your tools and country.

By Markus Evers · Published 6 September 2026 · Updated September 2026

the short version

An AI use policy for a coaching business is 12 one-sentence clauses: what AI is used for, what it is never used for, what data never enters a tool, anonymisation, tools and settings, where client data lives, human review, disclosure, images and voice, retention, how to ask, and a review date. Fill in the fields below in ten minutes.

the template

What goes in an AI use policy for a coaching business?

Twelve clauses, one sentence each, in the order a careful client would ask them. Copy the block, fill in the [FIELDS], and it is done; the table under it says what each clause is for so you can cut one you genuinely do not need. The disclosure line, the disclaimer and the label further down are the same policy in shorter forms for the places a full page does not fit.

AI use policy, 12 clauses

When to use it: Once, in the welcome packet or the client app documents. Review the date yearly.

What to paste in: Your business name, tools, platform, retention period, contact route and today's date.

AI USE POLICY FOR [YOUR BUSINESS NAME]
1. What I use AI for: drafting my own admin, content ideas, and first drafts of some messages that I then rewrite.
2. What I never use AI for: deciding your plan, your price, or how I reply when you are struggling. Those are mine.
3. What never enters an AI tool: your name, contact details, photos, injuries, conditions, medication, payment details, or anything that identifies you.
4. Anonymisation rule: if I ask an AI tool about a coaching situation, it gets an age band, a goal and the question, never the person.
5. Tools and settings in force: I use [TOOLS, e.g. ChatGPT, Claude]. Training on my chats is switched off, I delete saved memories that mention a client, and anything close to client detail runs in an unsaved chat.
6. Where your data lives: your check-ins, progress data and messages are stored in [PLATFORM] under its data processing agreement, not in an AI tool.
7. Human review: nothing drafted by a tool reaches you without me reading, editing and signing it.
8. Disclosure: I tell you this once, here, and I will answer any question about it at any time.
9. Images and voice: I never publish a synthetic image or video of a client, a fake transformation, or a synthetic version of my own voice or face.
10. Retention: I keep your data for as long as you are a client and for [PERIOD, e.g. 12 months] afterwards, then delete it, unless the law requires longer.
11. How to ask: message me at [CONTACT] at any time to ask what tools I use, to see what I hold about you, or to have it deleted.
12. Reviewed [DATE]. I will tell you if this policy changes.

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clause by clause

Why does each of the 12 clauses earn its place?

Clauses 2, 3 and 7 carry the trust: what the tool never decides, what it never sees, and that a person reads everything. The other nine make those three checkable. The ten-line version of this policy on the client data and ChatGPT guide is the same document without clauses 2 and 9; this page is the canonical copy.

The 12 clauses of a coaching AI use policy with what to write and why
Clause What to write Why it is there
1.What I use AI for Drafting my own admin, content ideas and first drafts of some messages that I then rewrite. Clients assume the worst when the scope is vague; a narrow, honest list ends the guessing.
2.What I never use AI for Deciding your plan, your price or how I reply when you are struggling. This is the clause clients read twice. A client on r/personaltraining stopped training over AI-written check-in comments.
3.What never enters an AI tool Your name, contact details, photos, injuries, conditions, medication, payment details or anything that identifies you. The data rule is the policy; everything else is explanation.
4.Anonymisation rule If I ask a tool about a coaching situation it gets an age band, a goal and the question, never the person. Shows the client how a question about them is asked without being about them.
5.Tools and settings in force I use [TOOLS]. Training on my chats is off, memories that mention a client are deleted, and anything close to client detail runs in an unsaved chat. Names the tools so the client can look them up; the settings are the proof you read the privacy page.
6.Where your data lives Your check-ins, progress data and messages are stored in [PLATFORM] under its data processing agreement, not in an AI tool. Separates the coaching record from the drafting tool in one sentence.
7.Human review of every output Nothing drafted by a tool reaches you without me reading, editing and signing it. This is also the line that keeps a coach on the human-review side of the EU disclosure rule for text.
8.Disclosure to you I tell you this once here, and I will answer any question about it at any time. A coach on r/Coaching put it plainly: a coach with ethical standards tells the client.
9.Images and voice I never publish a synthetic image or video of a client, a fake transformation, or a synthetic version of my own voice or face. AI images that could pass as real are the exposed case under the EU rule and the fastest way to lose trust.
10.Retention and deletion I keep your data for as long as you are a client and for [PERIOD] afterwards, then delete it, unless the law requires longer. Retention is a GDPR principle; a period in months is what a regulator and a client both want to see.
11.How to ask Message me at any time to ask what tools I use, to see what I hold about you, or to ask me to delete it. Access and deletion requests are rights; naming the route makes them easy to exercise.
12.Review date Reviewed [DATE]. I will tell you if this policy changes. Tools and rules change yearly; a dated policy is a living one.
the short forms

What should the AI disclaimer say?

Four things in about forty words: that you use AI tools for drafting, that you read and edit everything, what never enters the tools, and where the client's data lives, with a link to the full policy. It goes in the website footer, the welcome packet or the FAQ page. The disclosure line is the same content in one sentence for the coaching agreement, and the label is for content where a platform or a law asks for a marker.

1

AI disclaimer for a website or welcome packet (40 words)

When to use it: Once, in the footer, the welcome packet or the FAQ page.

What to paste in: Your business name, your name, your platform and the link to the full policy.

[YOUR BUSINESS NAME] uses AI tools to draft some admin, content and message drafts, which [YOUR NAME] reads and edits before anything reaches you. No client names, photos, health details or payment details are entered into those tools. Your coaching data lives in [PLATFORM]. Full AI use policy: [LINK].

2

Disclosure line for the coaching agreement

When to use it: Once, in the agreement, next to the data clause.

What to paste in: Your platform name.

I use AI writing tools to draft some of my own admin, content and message drafts. I do not enter your name, contact details, photos or health information into those tools. Your check-ins, progress data and messages are stored in [PLATFORM] under its data processing agreement, and you can ask me at any time what tools I use.

3

AI-assisted label for content

When to use it: On a post, email or document where a platform or law asks for a marker.

What to paste in: Your name.

AI-assisted: drafted with an AI tool, reviewed and edited by [YOUR NAME].

The agreement itself, with the data clause the disclosure line sits beside, is the coaching contract template; the packet the policy travels in is the welcome packet builder.

ethics, then law

Do I have to tell clients I use AI?

Ethically, yes, and coaches say so themselves: asked how they feel about AI in coaching, a coach on r/Coaching answered that if a coach uses any form of AI and holds any ethical standards, they should tell the client. Under GDPR, transparency about the tools that touch client data is a principle, not a courtesy, which is what clause 8 and the disclosure line do. The prompts that stay on the design side of that line are in AI image prompts for fitness coaches.

Legally, for some content in the EU, from 2 August 2026. Article 50 of the EU AI Act (Regulation 2024/1689), applied from that date by Article 113, requires whoever deploys an AI system to disclose images, audio or video that are artificially generated or manipulated and could pass as real, and AI-generated text published to inform the public on matters of public interest. The text rule carries an exception where the content has gone through human review or editorial control and a person holds editorial responsibility, which a coach who reads and signs every message meets; a synthetic before-and-after image presented as real does not. This is general information, not legal advice: check your regulator, and if you sell outside the EU, check that market's rule as well.

The practical line: clause 7 keeps every message on the human-review side, and clause 9 keeps every image out of the exposed case. Coaches who make AI images for content should read the AI for online coaches hub before publishing anything that could be mistaken for a real client.

the prompt

How do you adapt the policy to your tools and country?

Paste the twelve clauses and your setup into the prompt below and the model rewrites the policy in your voice for your tools and platform, keeping the clauses and their order. It is told not to write any law into the policy; anything it thinks applies in your country comes back in a separate "check with your regulator" list marked unsure, which is where a model's legal knowledge belongs.

Adapt the policy to my setup

When to use it: Once, after you have filled in the fields by hand.

What to paste in: The 12 clauses, your tools, country, platform, retention period, and one of your own messages.

Here is my AI use policy for my coaching business: [PASTE THE 12 CLAUSES]. Adapt it to my actual setup: I use [TOOLS], my clients are in [COUNTRY OR COUNTRIES], my platform is [PLATFORM], and I keep client data for [PERIOD] after coaching ends. Rules: keep the twelve clauses and their order; keep every sentence under 30 words; write in my voice using this sample: [PASTE ONE OF YOUR OWN MESSAGES]; do not add any legal claim, statute or article number that is not in my text; if my jurisdiction has a rule you think applies, list it separately under "check with your regulator" and mark it "(unsure)" rather than writing it into the policy. Output the policy only, then the check list.

where it lives

Where does the AI use policy live?

In the welcome packet and next to the agreement, so a client sees it once at the start and can find it again. On Coachway the policy sits in the client's documents inside the app, beside the signed agreement and the intake form, and the client's actual data (check-ins, photos, messages) stays in the same platform record that clause 6 names. Re-send the policy in the client thread when the review date changes, and keep the client data privacy guide as the longer reference for what sits behind clauses 3, 6 and 10.

questions people ask

Frequently asked questions about AI use policies for coaches.

What is an AI use policy?

A short, dated statement of what a business uses AI tools for, what it never uses them for, what data never enters them, and who reads the output before it reaches a client. For a coach it is twelve one-sentence clauses that fit on one page of the welcome packet. It is a promise to clients, not a legal filing.

Do I need an AI policy as a personal trainer?

If you use any AI tool for client-facing work, yes, because clients already ask and the cost of silence is real: a client on r/personaltraining described stopping training after their coach began using AI in weekly check-in comments, which had been the only time they talked. A twelve-clause policy takes ten minutes to fill in and answers the question before it is asked. If you use no AI tools at all, one line saying so does the same job.

What should an AI disclaimer say?

Four things in about forty words: that you use AI tools for drafting, that you read and edit everything before it reaches the client, what never enters the tools (names, photos, health and payment details), and where the client's data actually lives. The disclaimer block on this page is that paragraph, written for a website footer or welcome packet.

Do I have to disclose AI-generated content in the EU?

For some content, from 2 August 2026. Article 50 of the EU AI Act (Regulation 2024/1689), which Article 113 applies from that date, requires deployers to disclose AI-generated or manipulated images, audio and video that could pass as real, and AI-generated text published to inform the public on matters of public interest, with an exception for text that has gone through human review with a person holding editorial responsibility. A coach who reads and signs every message is on the human-review side; a synthetic image presented as real is the exposed case. This is general information, not legal advice; check your regulator.

Should I tell clients that ChatGPT drafted a message?

Tell them once, in the policy, that some drafts start in a tool and every one is rewritten by you; you do not need to label each message. The line that matters to clients is clause 2: the reply they get when they are struggling is yours. A coach on r/Coaching summarised the ethics in one sentence: a coach who uses any AI and holds ethical standards tells the client.

Can I use AI on client photos?

Not for anything a client did not agree to in writing, and never to generate or alter a transformation. Progress photos are health data under GDPR and belong in your platform, not in an image tool. Clause 9 of the policy rules out synthetic client images entirely, which is also the case the EU disclosure rule treats most strictly.

How often should I update the AI use policy?

Once a year, and whenever you change a tool, a setting or your platform. The review date in clause 12 is the trigger: if it is more than twelve months old, the policy is probably describing tools you no longer use. Re-send it to current clients when it changes, in the same message thread as the original.

Twelve sentences, dated and signed. The client who was going to ask now does not have to.

Browse the rest of the free coaching templates.

Where clause 6 points

Check-ins, photos, messages and documents in one client record under a data processing agreement, with the policy stored beside the signed agreement. Start the 14-day free trial; cancel any time under Billing.

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